Mortgage Loan Partner 2 (LP2): Pre-Approval Specialist We are seeking a driven and detail-oriented Loan Partner 2 (LP2) to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team. The LP2 plays a critical role in ensuring loans are structured properly, communicated clearly, and closed on time. This role works closely with the Loan Officer, borrowers, processors, underwriters, and third-party partners to maintain 95%+ on-time closings while delivering a concierge-level borrower and referral partner experience. Responsibilities: 3+ Core Duties & Key Measurements Prequalify • Serve as an available resource for referral partners • Engage in soft qualification conversations to help assess general borrower readiness and scenario viability Answer referral partner questions such as: • Condo warrantability • Bank statement borrower scenarios • Recasting and general loan structure questions • Communicate effectively with all referral partners (Realtors, financial advisors, builders, and other partners) using clear, accurate, and compliant language Pre-Approve • Accurately pre-approve qualified borrowers • Prepare payment and scenario requests • Proactively engage pre-approved buyers • Communicate effectively with referral partners Pipeline Management • Onboard all new contracts for rate lock consultation • Submit applications for processing for disclosures • Execute borrower updates, pre-closing, and funding calls • Ensure 95%+ of loans close on time Qualifications: • An active NMLS license is required • Minimum 5 years of mortgage loan officer assistant, processing, underwriting, or origination experience • Proficient in DU/DO, LP, and investor guidelines • Experience with major LOS platforms • Strong verbal and written communication skills • Excellent organization, prioritization, and time management • Ability to collaborate across departments • Completion of regulatory and compliance training Compensation: $50,000+ base salary with potential per-file bonus

• 3+ Core Duties & Key MeasurementsPrequalify • Serve as an available resource for referral partners • Engage in soft qualification conversations to help assess general borrower readiness and scenario viabilityAnswer referral partner questions such as: • Condo warrantability • Bank statement borrower scenarios • Recasting and general loan structure questions • Communicate effectively with all referral partners (Realtors, financial advisors, builders, and other partners) using clear, accurate, and compliant languagePre-Approve • Accurately pre-approve qualified borrowers • Prepare payment and scenario requests • Proactively engage pre-approved buyers • Communicate effectively with referral partnersPipeline Management • Onboard all new contracts for rate lock consultation • Submit applications for processing for disclosures • Execute borrower updates, pre-closing, and funding calls • Ensure 95%+ of loans close on time • Resolve 95%+ of loan issues prior to LO escalation